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I think you might want to talk to ASIC about not providing a Statement of Advice (SOA)...I hope a fully licensed Financial advisor is also signing this off, as providing advice without a license is an even bigger no no. As a mortgage broker you would have a conflict of interest there, as you...

A Financial Planner cannot simply sign off these documents. Any personal advice a Financial Planner gives you must be in writing and in the Form of a Statement of Advice (SOA). As a financial planner I wouldn't just sign these forms without a SOA as our compliance department and ASIC would...